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Bloom Energy
BE

159 hedge funds and large institutions have $342M invested in Bloom Energy in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 53 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more capital invested

Capital invested by funds: $151M → $342M (+$192M)

5% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 40

1% less funds holding

Funds holding: 161 → 159 (-2)

6.07% less ownership

Funds ownership: 66.64% → 60.56% (-6.1%)

24% less call options, than puts

Call options by funds: $3.33M | Put options by funds: $4.41M

25% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 53

Holders
159
Holders Change
-2
Holders Change %
-1.24%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
40
Reduced
53
Closed
40
Calls
$3.33M
Puts
$4.41M
Net Calls
-$1.07M
Net Calls Change
-$3.28M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$40.2M
2
Renaissance Technologies
Renaissance Technologies
New York
+$15.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.77M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$11.5M
2
Millennium Management
Millennium Management
New York
-$8.49M
3
Morgan Stanley
Morgan Stanley
New York
-$4.34M
4
ClearBridge Investments
ClearBridge Investments
New York
-$4.18M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$281K -$3.69M -761,525 -95%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$276K -$94.5K -19,500 -35%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$272K -$1.75K -362 -1%
OWD
79
Osborn Williams & Donohoe
Ohio
$262K +$170K +35,050 New
DC
80
Davenport & Co
Virginia
$261K +$170K +35,000 New
AIG
81
American International Group
New York
$258K -$1.41K -290 -0.8%
BAM
82
Blueshift Asset Management
New Jersey
$244K -$242K -49,842 -60%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$242K +$71.1K +14,674 +83%
CCI
84
Credit Capital Investments
New Jersey
$235K -$114K -23,551 -43%
KBC Group
85
KBC Group
Belgium
$223K +$145K +29,915 New
MIM
86
MetLife Investment Management
New Jersey
$214K +$139K +28,619 New
Jacobs Levy Equity Management
87
Jacobs Levy Equity Management
New Jersey
$206K -$823K -169,765 -86%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$206K +$29.8K +6,140 +29%
SWRP
89
Summit Wealth & Retirement Planning
California
$205K -$34.2K -7,060 -20%
BFA
90
Bragg Financial Advisors
North Carolina
$201K – – –
Creative Planning
91
Creative Planning
Kansas
$200K +$10.7K +2,213 +9%
Tudor Investment Corp
92
Tudor Investment Corp
Connecticut
$194K +$126K +25,933 New
HHAA
93
Henry H. Armstrong Associates
Pennsylvania
$189K – – –
IWP
94
Icon Wealth Partners
Texas
$182K -$34.4K -7,091 -23%
M&T Bank
95
M&T Bank
New York
$179K +$3.66K +755 +3%
FAAS
96
First Allied Advisory Services
California
$175K -$54.1K -11,159 -32%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$175K -$18.7K -3,849 -14%
SAM
98
Symphony Asset Management
California
$161K +$105K +21,578 New
PPA
99
Parametric Portfolio Associates
Washington
$158K +$103K +21,217 New
Point72 Asset Management
100
Point72 Asset Management
Connecticut
$157K -$1.08M -223,413 -91%
2 3
4
5 6

BE Hedge Fund Activity: Q4 2019 in Review

159 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Bloom Energy (BE) for Q4 2019, worth a combined $342M — up 127% from $151M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BE and 38 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 40 added.

The largest buyer was Ameriprise, adding an estimated $40.2M. The largest seller was Alberta Investment Management Corp (AIMCo), exiting entirely with an estimated $11.5M sold.

  • 159 institutional investors held Bloom Energy (BE) as of Q4 2019, down from 161 in Q3 2019.
  • Funds reported $342M of Bloom Energy stock for Q4 2019, up 127% quarter-over-quarter.
  • 38 funds opened new Bloom Energy positions in Q4 2019 and 40 closed out, a net change of -2 holders.
  • The largest Bloom Energy buyer in Q4 2019 was Ameriprise, an estimated $40.2M added.
  • The largest Bloom Energy seller in Q4 2019 was Alberta Investment Management Corp (AIMCo), an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2019.